Skip to main content

​
Overview

Route planning helps you minimize driving time and fuel costs by finding the most efficient order to visit customers. Probase includes both manual and automatic route optimization.

​
Optimization options

Manual reordering:
  • Reorder Stops — Drag appointments into any order you choose from the calendar’s Today tab. Great for quick, hands-on adjustments. See Reordering stops.
On-demand optimization:
  • Optimize drive — Let ProBase calculate the best stop order for one crew right from the Reorder Stops panel. Tap the button, review the result, then apply or cancel. See Optimize your drive automatically.
Background optimization:
  • Enable in Settings (under “My Business” in the sidebar) to automatically optimize routes whenever appointments are created or assigned. Routes update silently in the background — no action required.

​
Detailed guides

Reordering stops — drag-and-drop manual reordering and on-demand Optimize drive, both from the calendar’s Today tab. Route optimization — how Optimize drive works, how to enable background auto-optimization, and requirements.

​
When to use each option

Enable auto-optimization when:
  • You want routes updated automatically as you schedule appointments
  • You’d rather not think about optimization at all
Use Optimize drive when:
  • You want to review the optimized order before applying it
  • You made last-minute additions or changes and want to recalculate
  • You want to see the total drive time and time saved before committing
Drag stops manually when:
  • You want to hand-pick the exact order
  • You know the neighborhood better than the optimizer
  • You have a specific customer you want to visit first

​
Requirements

To use route optimization:
  • Crews must have a start location configured
  • Properties must have valid addresses (geocoded)
  • At least 2 appointments must be assigned to the crew for the date

​
Next steps